Financial Planning Professional - Jobs in Brampton

Job Description

Financial Planning Professional Apply in confidence via e-mail to Tim Chisholm at tjc@chisintl.com or connect via www.linkedin.com/in/timothyjchisholmAs one of Canada’s Top Financial Planning Teams, ourquot;One plan - One planner quot; and “Full Service” philosophy means we look after all aspects of our clients #39; finances. The core mandate of our practice is detailed financial planning (not sales) and very rewarding in making a big difference in our clients #39; lives.If you are a Certified Financial Planner (CFP) with experience preparing professional financial plans, care deeply for people, work well in a small team, and have an entrepreneurial mindset, this is a rare opportunity. Work together with Ed Rempel as part of a boutique financial planning team to provide comprehensive financial planning advice to new and existing clients.We are seeking an individual to add to our team on a long-term basis. Full training on our financial planning process, investment methods and unique tax strategies will be provided.Our environment provides lots of opportunity to define your own role within our team based on your unique ability. Hours can be flexible and will include some evening and/or weekend client meetings.Qualifications: Successful completion of the CFP program.Experience preparing professional financial plans.We are looking for people who are: · High sense of ethics with a focus on doing what is right for our clients· Passionate about financial planning· Commitment to detail and very accurate· Creative in developing financial plans using our unique tax and investment strategies· Able to develop complex financial plans· Strong focus on comprehensive financial planning, rather than an emphasis on selling products· Outgoingamp; exceptional people skills· Exceptional computer skills· Strong writing abilities· Committed to continuing education and personal development· A team spirit looking for a long-term career· Entrepreneurial (not a 9-to-5 person)NOTE: This is not a commission or sales position. You are not expected to find your own clients. Compensation: Competitive base salary and bonus depend on qualifications.Industry-leading benefit plan.Possibility to eventually become a partner in our firm for the right person.About this company:We are a boutique team of financial planners together serving over 300 families from our office in Brampton, Ontario. We are one of a very short list of financial planners in Canada that provide professional written financial plans for all our clients. We are known for our comprehensive interactive financial plans, unconventional wisdom into methods that really work, close lifetime connections with our clients, experts in retirement income and several effective taxamp; investment strategies such as the Smith Manoeuvreamp; Rempel Maximum, tax strategies for business owners, an investment philosophy focusing on All Star Fund Managers and “Index Plus” investing, and combining financial planning with personal coaching.#1 Financial Blog in Canada for a full service financial planner:

• #28 Money Influencer in Canada (2023): https://hardbacon.ca/en/financial-independence/top-money-influencers-in-canada/utm_source=sendinblue amp;utm_campaign=INFO_05-03-2022_EN__-__FHSA_PolicyMe_CoinSmart amp;utm_medium=email#ed-rempel
• #15 Financial blog in Canada (2023): https://blog.feedspot.com/canadian_personal_finance_blogs/

Blog: www.edrempel.comApply in confidence via e-mail to Tim Chisholm at tjc@chisintl.com or connect via www.linkedin.com/in/timothyjchisholm